Danaher Corp
Why we like health-care stocks in 2024 despite their spotty record in presidential election years
As the old Wall Street adage goes, health care tends to underperform the stock market in presidential election years — and in recent cycles, that’s been true. But, there’s reason to believe this year that many health-related stocks, led by Eli Lilly , could defy historical convention. The S & P 500 Health Care Sector […]
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Here’s a rapid-fire update on all 33 stocks in our portfolio, including those Cramer would buy on dips
Jim Cramer ran through all 33 stocks in his Charitable Trust portfolio during the December edition of the CNBC Investing Club’s Monthly Meeting. Source
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Five stocks to acquire just before the year finish, according to the professionals
Quite a few shares have observed enormous rallies this year as buyers turned bullish on sectors like Big Tech, biotech, electric powered cars, and weight decline drugs. As the year-conclusion nears, CNBC Pro requested a few fund managers for sectors — and stocks — they are bullish on in the guide-up to 2024. In this […]
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We had a busy week of trades in an oversold market. Here’s the day-by-day breakdown
Elevated bond yields and geopolitical uncertainty continued to be negative for stocks this week as the overall market moved into oversold territory. However, that set us up to put cash to work and make four small buys as our discipline mandates. We also upgraded one of our tech giants after it reported a stellar quarter […]
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We’re buying more of this life sciences stock after an earnings-driven decline
The stock is under pressure in early trading due to uncertainty around the recovery in a key business. Source
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Here’s a rapid-fire update on all 36 stocks in our portfolio, including our latest addition
Jim Cramer ran through the names during the Club’s October Monthly Meeting on Wednesday. Source
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It’s time to get bullish on this health tech name, now that it’s shed a drag on growth
We care much more about where a stock is going than where it’s been. With the spin-off of Veralto (VLTO) complete, we decided to look at the path ahead for Danaher (DHR) — now free of its slower-growing, lower-margin water business. In the separation , we decided to keep the 173 shares of Veralto we […]
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We’re set to receive shares in Danaher’s separated water business. Here’s our plan for the new stock
Danaher (DHR) is days away from shedding its environmental-and-applied solutions segment, and the Club holding’s ability to deliver returns for shareholders appears stronger than ever. Those potential returns can come from two places: Danaher stock and shares of Veralto (VLTO), the soon-to-be-standalone company that’s in the business of water quality. We see underappreciated value in […]
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Health care has had a tough year. Where we stand on our 5 stocks in the sector
There’s Eli Lilly (LLY), and then there’s everybody else. That’s a simple way to describe the performance of the Club’s health-care holdings so far this year, in what’s been a challenging period for the industry overall. Of the 11 market sectors year to date, health care is the fourth worth-worst performer, falling 4%, followed by […]
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Here’s a rapid-fire update on all 35 stocks in the Club’s portfolio, including a new buy
Jim Cramer ran through all 35 Club stocks during our September Monthly Meeting on Thursday. Source
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